Client Services Associate

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Direct message the job poster from RAJNAP TECHNOSOFT PRIVATE LIMITED

Hello,

I hope you are doing well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco". Share your updated resume if interested.

Client Service Associate

Invesco

Duration: 6 months

Location: 3 days at Seattle or New York

Job Description Summary

The Client Service team collaborates with portfolio management, operations, trading, and distribution to provide excellent service to our clients. We seek a Client Service Associate to support our growing business. Ideal candidates will have experience in a financial services environment and a passion for delivering outstanding client service.

Responsibilities include:

• Providing operational support and data entry for onboarding clients and processing ongoing activities
• Working with various client types including retail investors, broker-dealer platforms, institutions, and advisors
• Supporting client communication via team email to ensure high-quality service
• Reviewing and responding to reconciliation items
• Contacting custodians for service-related matters and paperwork generation

Required Skills:

• High attention to detail
• Organizational and prioritization skills
• Excellent written and verbal communication skills

Internal Notes

IVZJP

Thanks & regards,

Executive - Recruitment

Soft Sages || WBENC, MBE

20 Mystic Lane, 2nd Floor, Malvern, PA 19355

O:  X 192 | D:

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